★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Monexa vs Roic AI
Pick Monexa if
Monexa
Best for stock ideas and calendar
Free • From $9.90/mo · Web · 100% positive (1 vote)
- You want the cheaper way in: plans start at $9.9/mo instead of $29/mo
- You care about stock ideas, calendar, and data visualizations, things Roic AI doesn't offer
- You're a long-term investor who cares more about fundamentals than headlines
Pick Roic AI if
Roic AI
Best for APIs & data feeds and sheets / excel add-ins
Free • From $29/mo · Web · API · 75% positive (4 votes)
- You want an API so you can script or automate things
- You care about APIs & data feeds, sheets / excel add-ins, and splits, things Monexa doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
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The verdict
The bottom line
Monexa and Roic AI cover a lot of the same ground (6 shared categories, including screeners, news, and financials), so for the basics you won't go far wrong with either. Monexa simply does more: 17 categories to Roic AI's 10, including stock ideas, calendar, and data visualizations. Roic AI counters by keeping things simpler.
Key differences at a glance
- Cheaper paid plan
- Monexa$9.9/mo vs $29/mo
- Free trial
- Monexa7 days
- Broader coverage
- Monexa17 vs 10 categories
- API access
- Roic AI
- Free plan
- Both
Comparison snapshot
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $9.90/mo | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 13 limits: Free: financial history: 5Y, Free: charting: 10Y +11 more | 17 limits: Free: api requests per minute: 5, Free: historical data: 2 years +15 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | Yes |
Broker sync | — | No |
Integrations | — | Google Sheets, ChatGPT +1 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +4 more | — |
Categories covered | 17 | 10 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time and Granularity: EOD | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | Financial exchanges / third-party providers | — |
Capabilities | — | Universe builder |
Security | 3 signals: Data residency: Other, Encryption at rest +1 more | — |
| Try it | Visit Monexa | Visit Roic AI |
Standout features
What Monexa does best
- Use Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screen stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Review SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
What Roic AI does best
- Research public companies through web pages that combine business summaries, financial statements, earnings call transcripts, news, identifiers, and stock split history.
- Use the stock screener to filter companies by exchange, industry, revenue, market cap, operating margin, geography, and related criteria.
- Access a REST API with API-key authentication and JSON responses by default, with CSV available where supported.
- Use financial statement, transcript, news, stock split, company-logo, ticker-search, and spreadsheet batch endpoints from the API surface.
- Export data to JSON, CSV, Excel, or TSV depending on endpoint and workflow.
Data & access details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsCommoditiesFunds | StocksETFsClosed-End Funds |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailAnalystsLong-term InvestorsValue InvestorsGrowth Investors | Not specified |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker | Identifiers: Ticker, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-time | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Data partners | Financial exchanges / third-party providers | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey |
Integrations | Not specified | Google SheetsChatGPTMCP Server |
Export formats | Excel | CSVExcelJSON |
| Plans & trust | ||
Security & compliance | Data residency: OtherEncryption at restEncryption in transit | Not specified |
Capability signals | Not specified | Universe builder |
Vendor & support | Alpine Labs Ltda.Country: BrazilSupport: Email | Roic AI, Inc.Support: Email |
Green tags are exclusive to that tool in this comparison.
Pricing breakdown
$9.90/mo
Lower starting price
Plans & pricing
- financial history: 5Y
- charting: 10Y
- +4 more
- financial history: 30Y
- charting: 30Y
- +5 more
$29/mo
Starting price
Plans & pricing
- api requests per minute: 5
- historical data: 2 years
- +2 more
- api requests per minute: 300
- historical data: 5 years
- +2 more
- api requests: Unlimited
- historical data: All available years
- +3 more
- api requests: Unlimited
- commercial use api: Yes
- +2 more
Coverage overlap
Shared categories
6Where the two tools cover the same ground.
Monexa strengths
11Roic AI strengths
4What you only get with Roic AI.
Community category leaders
Vote sentiment comparison
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Frequently Asked Questions
What's the difference between Monexa and Roic AI?
Monexa leans toward screeners, stock ideas, and news, while Roic AI puts more weight on financials, transcripts, and news. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do Monexa and Roic AI cost?
Good news: both Monexa and Roic AI have free plans, so you can run them side by side and only pay if you hit a wall.
Does Monexa or Roic AI have an API?
Roic AI has an API for programmatic access and custom integrations. Monexa doesn't, so you're working through its interface.
Should I choose Monexa or Roic AI?
It depends on what you're after. Pick Monexa if stock ideas and calendar matter to you; go with Roic AI if you'd rather have APIs & data feeds and sheets / excel add-ins. And if you only need the basics both share, let price decide.
What asset classes do Monexa and Roic AI cover?
Both cover stocks and ETFs. Monexa also handles bonds, commodities, and funds. Roic AI adds closed-end funds on top.
Do Monexa and Roic AI offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Monexa and Roic AI?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Monexa or Roic AI?
Both Monexa and Roic AI include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.